Knowing your current plan

You can find out the current plan you are in, in a couple of ways.

The easiest way to find out, is to log into Zoho Inventory and then click on the name of your organization(you can find it near the settings icon). The name of your current plan will also be displayed adjacent to the name of your organization.

You can also find out your current plan and associated details by checking out the Subscription module that is available under the Settings.

Managing your subscription

Choosing a plan

To choose a plan, follow these steps,

Click on the Settings icon on the top-right corner.

Select Subscription option from the drop-down.

This will take you to the Zoho Payments page, from where you can change plans, update card details or cancel your subscription.

The key features provided under each plan are listed here for your viewing.

Use this to decide the plan that best suits your needs and click on the Upgrade button under a preferable plan.

Review your order and click on Confirm Order.

Under Payment Details, provide your credit card details such as card number, expiry date, CVV number and the card address as it appears on your credit card statement.

Next, enter your billing address and contact number. If this is the same as the address associated with the card, select the option Use the above address.

Click on the Make Payment button.

Note : You can purchase add ons for additional online orders and shipments by clicking on the Buy Now button on the Manage Subscription page.

Changing your plan

If you are an existing subscriber, click on the Your Store Details tab on the top-right corner.

Choose the Manage Subscription option.

Your current/previous plan details will be displayed here. When you hover your mouse above the plan, an new option called Upgrade/Downgrade plan will be available. Click on it to proceed.

You will be taken to the page with all plans. You can switch to a convenient plan and the system by default will only charge the amount in excess of the remainder of your existing plan.

Cancelling your subscription

To cancel your subscription, follow these steps

Go to the Settings icon.

Select Subscription from the drop-down.

Hover the cursor over your current subscription details and click on Upgrade/Downgrade Plan.

This opens a window where you have the option to cancel your subscription right away, or wait till the end of the current billing cycle for the cancellation to take effect.

Note: Cancelling your subscription does not mean deleting your account. Your existing data will be retained and you can view them anytime. However, you’ll not be able to perform any functions in your organization thereafter.

If you change your mind, you can upgrade to one of the plans and continue using your account.

Updating card and address details

To update your Credit Card details, follow these steps.

Click on the Your Store Details tab on the top-right corner of the page.

Payment History

Follow these steps to see every transaction you’ve made. This includes your plan upgrades, purchases and renewals.

Click on the Your Store Details tab found on the top-right corner.

Select Payment History from the drop-down.

Your entire payment history is available for viewing here, complete with date, plan type and the amount paid.

To download the invoice of a particular transaction as a PDF, click on the icon next to the transaction ID.

You can sort your transactions to view only your upgrades, purchases or renewals separately. To do this, click on the Filter bar in the top left corner and select the desired category from the drop down.

Selecting Filter by Period here will enable you to view only the transactions within a particular time period of your choice.

The search bar in the top right corner lets you search and view transactions based on Transaction ID. Enter the particular ID and hit search to view the matching records alone.